Dodds Wealth Advisors
Dodds Wealth Advisors is an independent wealth management firm comprised of several of Pat and Sharon Dodds's children and in-laws. Part of our mission is to serve our clients and their best interests in such a way that they feel as though we're family. Our company was formed based on the values of integrity, commitment, fairness, credibility, and opportunity. Our advisors serve as your financial advocate and help guide you along your financial journey by talking with you about your life and your goals and anticipate changes that need to occur in your financial strategy. We best serve you by offering retirement accumulation and income planning, a wealth plan, active portfolio management, estate and legacy planning, risk management, and pro-active tax planning. Disclaimer "Dodds Wealth Advisors is an independent firm not affiliated with Money Concepts Capital Corp." Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2010 Money Concepts International Inc.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
90
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- TH
Troy Hermon
Director of Operations · Operations
EmailPhone - TH
Travis Hermon
Director of Marketing · Advertising & Marketing
EmailPhone - BD
Ben Dodds
Financial Advisor · Finance & Accounting
EmailPhone - ND
Nate Dodds
Financial Advisor · Finance & Accounting
EmailPhone - SS
Scott Steiner
Financial Advisor · Finance & Accounting
EmailPhone - PD
Patrick Dodds
Chief Executive Officer · General Business & Management
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Dodds Wealth Advisors
6 distinct titles indexed · top 6 shown.
- 5financial advisor
- 2director of operations
- 1administrative assistant
- 1chief executive officer
- 1director of marketing
- 1junior wealth advisor
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